financial analyst or portfolio analyst or investment analyst or

8/6/2019 financial analyst or portfolio analyst or investment analyst or

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IREK M. SWIECKI87 Millard StreetNew Britain, CT 06051(860)[email protected]

PROFILE======================================================

Enterprising, bilingual Finance/Accounting Professional with experience in taxation, accounting, financial planning and analysis, commercial banking, project management, and marketing. Currently pursuing CFA designation and SERIES 65 licensure.

* Well versed in taxation and accounting principles, financial products, analysis, and business operations

* Team player who performs at high level of productivity in fast-paced, deadlineoriented environment

* Good communicator and excellent relationship builder with management, customers, staff and institutions

* Proficient in Microsoft Office (Word, Excel, Access, Power Point, Outlook, Visio) and Drake Tax Software

* Recognized for problem solving, analytical and interpersonal skills

* Experienced working in international environment, managing clients, projects and small teams

OBJECTIVE======================================================

To join a leading financial organization with opportunities for leadership learning and growth in one or more of the following interests:

Financial Analysis Investment Advisory Risk Management

Credit Analysis Portfolio Management Financial Planning

Experience======================================================

TAX ACCOUNTANT/ANALYST, December 2008-June 2010 New Britain, CTJ&J Financial Associates, LLC

* Prepared federal and state income tax returns for over 250 business and individuals

* Prepared transaction tax (sales/use, business & occupation, gross receipts, and property tax)returns for monthly, quarterly and annual filings for 300 + smallbusinesses


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* Assisted in financial planning and analysis

* Interpreted and complied with state, local and international statutes, regulations, and legislation

* Prepared for, and assisted with, transaction and income tax audits

* Provided guidance based on research of transaction tax laws and regulations

* Prepared and filed business registration documents with federal, state and local authorities

* Provided technical help and guidance to senior partners and office staff

* Generated Excel spreadsheets and P&L statements

ACCOUNTING ASSISTANT, December 2007-December 2008 New Britain, CTJ&J Financial Associates, LLC

* Managed payroll function for 120+ employees

* Helped improve collections function which increased company's Cash flow by 30%

* Managed accounts payable and accounts receivable

* Administered online banking functions

* Liaised with bankers, insurers and solicitors regarding financial transactions

* Scheduled appointments for 1500+ clients and maintained up-to-date confidential files

MORTGAGE LOAN OFFICER, October 2005-December 2007 New Britain, CTInternational Mortgage Company, LLC

* Developed relationships with Realtors, builders and borrowers to promote continuous business

* Reviewed, processed, closed and administered over $4 million in loan proposals

* Interviewed applicants and requested specified information for loan applications

* Analyzed applicant financial status, credit, and property evaluation to determ

ine feasibility of granting loan and submitted application to credit analyst forverification and recommendation

* Ensured loan agreements are complete and accurate according to policy

* Analyzed potential loan markets to develop prospects for loans

PROJECT/ACCOUNT MANAGER, July 2005-September 2007 New Britain, CT


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Weboticx, LLC

* Developed and maintained relationships with new and existing clients

* Managed Web development and interactive projects and acted as a liaison between clients and project teams

* Developed project plans, user interface, general architecture and navigation systems for client Web sites* Developed RFP responses, proposals and estimates

* Supervised development of traditional and online marketing campaigns and strategies.

* Created and monitored schedules, deliverables, internal and vendor resources to deliver projects on time and on budget* Developed and/or edited client and in-house marketing and sales materials

* Contributed to technical innovation and overall business direction

ASSISTANT FINANCIAL ADVISOR, February 2004-April 2005 Southington, CTPrimerica Financial Services* Worked with prospective and existing customers to assess financial needs

* Assisted financial planners with portfolio construction and financial plan preparation

* Helped advisors with development of strategies to attract and acquire new clients

* Identified and recommended appropriate investment services to customers

* Generated and followed up on leads

* Ensured compliance with company and regulatory requirements and guidelines

Education======================================================

BACHELOR OF SCIENCE IN FINANCE - CFA Specialization New Britain, CTCentral Connecticut State University - May 2009

ASSOCIATES OF SCIENCE IN GRAPHIC DESIGN Farmington, CTTunxis Community College - June 2003

Skills and Activities======================================================* Basic knowledge of financial modeling and Bloomberg Workstation


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* Certified Bookkeeper and member of National Bookkeepers Association

* Member of National Associations of Tax Professionals

* Fluency in Polish language (written and spoken)

* Participated in tax forums lead by the IRS Commissioner, Doug Shulman in Washington, DC and Chicago

* Attended continuing education workshops conducted by national, state and localorganizations

financial analyst or portfolio analyst or investment analyst or

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